Archive - Generative Value

A Primer on Semiconductor Capital Equipment

Overview of technology and markets for the semiconductor capital equipment providers

Jul 21 •

A Primer on Databases

History, Technology, and Market Overview of Databases

Jul 7

June 2024

A Primer on the Data Lakehouse

Breakdown of History, Technology, and Market Landscape

Jun 24 •

A Primer on Data Warehouses

History, Technology, and Market Overview of the Data Warehousing Space

Jun 16 •

A Primer on the Cloud

An overview of cloud history, technology, and markets.

Jun 2 •

March 2024

Cybersecurity Primer

A primer on the cybersecurity industry

Mar 3 •

February 2024

Q4 '23 Cloud Update

Market Share, Momentum, and AI Strategy between AWS, Azure, and GCP

Feb 11 •

A Primer on Data Centers

An overview of data center technology and markets

Feb 4 •

January 2024

IBM's Cloud Disruption

Lessons on disruption from the tech giant

Jan 21 •

Data Industry Primer

An overview of one of the most fragmented industries in tech

Jan 7 •

December 2023

Q3 '23 SaaS Report

Trends & Data across SaaS

Dec 9, 2023 •

November 2023

An Overview of the Semiconductor Industry

A primer on the various market segments & market leaders across the industry

Nov 16, 2023 •

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